Microsoft Dynamics 365 CRM for marketing agencies

Manage clients, campaigns, and performance, all in one place.

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Marketing agencies juggle multiple clients, fast-moving campaigns, and tight deadlines, often across different platforms and teams. Microsoft Dynamics 365 brings everything together, giving agencies a centralised system to manage client relationships, track campaign performance, and streamline internal workflows. Whether you’re a boutique agency or a growing team, Dynamics 365 helps you stay organised, responsive, and focused on delivering results.

Why Dynamics 365 Works for Marketing Agencies

Unified Client & Campaign Management

Track every client interaction, campaign brief, and deliverable in one place. Dynamics 365 helps your team stay aligned and ensures nothing slips through the cracks.

Real-Time Campaign Performance Insights

Monitor KPIs, budgets, and timelines with custom dashboards. Dynamics 365 gives you the data you need to optimise campaigns and demonstrate ROI to clients.

Automate Admin & Approvals

From onboarding new clients to managing internal approvals, Dynamics 365 automates repetitive tasks so your team can focus on creativity and strategy.

Smarter Scheduling & Resource Planning

Assign tasks, manage workloads, and track deadlines across teams and projects. Keep campaigns on track and avoid overbooking your creatives.

Built for Agencies That Move Fast

We understand the pace and pressure of agency life, from pitching new business to delivering on tight timelines. That’s why we tailor Dynamics 365 to fit your workflows, team structure, and growth plans.

Off-the-shelf Dynamics 365

Looking for a simplified, tried and tested CRM that you can easily integrate into your operations? Our off-the-shelf Dynamics offer is the choice for you.

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Bespoke Dynamics 365

We also offer flexible Microsoft Dynamics 365 implementation services to fit a range of priorities and timescales.

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Let’s Make Campaign Management Easier

Ready to streamline your operations and deliver even better results for your clients? Let’s talk about how Dynamics 365 can support your agency.

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About Axon IT

IT support that makes sense

Microsoft has recognised us as one of its partner advisors and we often share our views on product development during round-tables with them. With 20+ years under our belt, we usually know what we’re talking about!

Based in South of Manchester, our team works remotely – connected, of course, by the latest tech! As a mix of commerciallyminded techies, we help advise on the best approach to suit your individual business needs.

Typically, we work with medium-sized businesses – those who want that extra level of support with their technology roadmap to solve business challenges.

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